See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,525 | $209,411-30.5% | $178,490-18.5% | $158,922-8.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 2.77% | 188.75%-186.0pp | 151.07%-148.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $7,411 | $5,706+29.9% | $5,011+47.9% | $4,761+55.7% |
| Participant deferral / active EE | $1,311 | $5,954-78.0% | $5,202-74.8% | $5,982-78.1% |
| Admin fee / account holder | $1,548 | $17,074-90.9% | $13,984-88.9% | $11,246-86.2% |